Getting to Know Michael & Jordan (Ep 1)

01/13/23 • 35 min

Agent Money: How Top Producers Master Their Business & Personal Finances with Michael Kilner & Jordan Curnutt

Before we get rolling with the podcast, we wanted to first introduce you to the two hosts behind the microphones.

Jordan Curnutt, a CFP® at Quantum Financial Planning and Michael Kilner, enrolled agent and fractional CFO of real estate teams, have come together to talk all sides of the real estate business. They’re both money nerds and this podcast will focus on real estate agents that are successful in business and personal finances.

Before we start showcasing the top agents and their struggles and successes, we wanted to take a little time to share more about the work we do every day, how we help agents and the goals we have for this show. If you like what you hear, please hit subscribe and spread the word.

Here’s some of what you’ll learn in this episode:

· How we got started in our business and what brought us together. (2:05)

· What role does a Certified Financial Planner® play compared to other advisors. (5:35)

· How Jordan found his niche in real estate and where is the business headed. (8:14)

· Diving into what Michael does and how he serves his clients. (16:28)

· Finding the right balance to maximize time-savings for clients. (25:56)

· What trends are we seeing heading into 2023? (28:00)

· The vision we have for the podcast and what we hope agents get out of it. (32:14)

CONNECT:

Need help on the personal side of your finances? Work with Jordan here:
https://www.quantumplanning.com/financial-planning-for-top-producing-real-estate-professionals/
And if it's the business side where you need the most assistance, check out Michael here:
https://kilneradvantage.com/

Before we get rolling with the podcast, we wanted to first introduce you to the two hosts behind the microphones.

Here’s some of what you’ll learn in this episode:

· How we got started in our business and what brought us together. (2:05)

· What role does a Certified Financial Planner® play compared to other advisors. (5:35)

· How Jordan found his niche in real estate and where is the business headed. (8:14)

· Diving into what Michael does and how he serves his clients. (16:28)

· Finding the right balance to maximize time-savings for clients. (25:56)

· What trends are we seeing heading into 2023? (28:00)

· The vision we have for the podcast and what we hope agents get out of it. (32:14)

Next Episode

Rob Chevez – Building a Real Estate Empire With Others (Ep 2)

Not every agent has aspirations of building a company with multiple branches and an expanding team, but today’s guest will open up his playbook for anyone that does.

Rob Chevez is the CEO of The CAZA® Group, which is a family of real estate businesses that helps build wealth by providing the systems and resources needed to help people succeed in real estate. Rob shares a lot of great insight into his successes and struggles and offers up some great guidance for anyone that’s looking to grow their real estate business.

Here’s some of what you’ll learn in this episode:

· How he got started in real estate and his experience moving through the industry. (1:45)

· Why you need to understand your vision and how people will fit into that in order to attract talent and invest in them. (11:39)

· How he has structured the business financially for each location within the CAZA group. (19:25)

· How he developed the idea of the expansion model. (23:40)

· Why agents need build wealth through investing. (30:22)

· What will the next 10 years look like for Rob? (33:28)
Learn more about Rob: https://www.thecazagroup.com/

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